We help our clients plan for success.

Sylvia completed a Bachelor in Business majoring in Accounting. After nearly ten years working in management accounting in various companies, Sylvia became fascinated with helping individuals & small companies find strategies for growth & wealth creation. This opened up the door to study further to become a Financial Planner.

With over 20 years’ experience within the Accounting and Financial Planning fields this has given Sylvia a real advantage when meeting with clients as not only does she understand the financial planning aspect but the accounting and tax implications as well.
Sylvia’s role as a Financial Advisor is to advise professional individuals on investment strategies, risk management, transition to retirement and super accumulation plans. She has written & managed over $7 million dollars in Managed Funds in different market conditions.

Being an independent Financial Planner allows Sylvia to access many products in the market with out being limited to a particular product list. This allows her to provide the right product that suits the client’s exact needs rather than an institutional financial adviser that is limited to a particular product list.